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Original filing (PDF)20250930093654NAL0016295027001
EQUISOFT INC.
Form 5500
FILING_RECEIVED
EQUISOFT INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
121
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUISOFT INC..
Plan sponsor
Name
EQUISOFT INC.
EIN
98-0607844
Address
2005 MARKET STREET, SUITE 1100 · PHILADELPHIA, PA · 19103
Phone
(888) 989-3414
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
STEPHANO STACK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST | 82-1368960 | — | BROKER | $44K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | ADMIN | $23K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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